Aileen T. Logan
Professional summary
Aileen Totten Logan, CFP®, who also goes by Aileen Marie Totten, Aileen Totten, is a registered financial advisor currently at LOGAN FINANCIAL PLANNING LLC located in St Petersburg, Florida.
Aileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Aileen has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aileen Totten Logan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1990
Experience
September 3, 2013 - Present
LOGAN FINANCIAL PLANNING LLC
Office #1: 285 Park St S, St Petersburg, FL 33707July 1, 2003 - September 3, 2013
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - September 3, 2013
WELLS FARGO CLEARING SERVICES, LLC
December 1, 2000 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
December 1, 2000 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
June 26, 1986 - December 11, 2000
MORGAN STANLEY DW INC.
April 2, 1979 - July 2, 1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2013)
(9/12/2013)
Exams
Current Firm
LOGAN FINANCIAL PLANNING LLC
CRD#: 167684 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 35,000,000 |
Red Flags
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